Palantir Sets The Tone For Growth With New Partnerships

Summary
I'm upgrading Palantir to "Buy" with a $165 price target, reflecting confidence in its AI leadership and expanding gover...
I'm upgrading Palantir to "Buy" with a $165 price target, reflecting confidence in its AI leadership and expanding government and enterprise partnerships. Recent contracts, including Warp Speed for Warships and Maven Smart Systems, highlight Palantir's growing role in defense and federal digital transformation. Despite a lofty 128x price/sales valuation, I believe Palantir's operational momentum and resilient margins justify a premium relative to peers.
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